Who owns Schwab Strategic Tr schwab fdt us bm?
- Ticker: FNDB
- CUSIP Number: 808524789
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr schwab fdt us bm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr schwab fdt us bm stock
Who bought or sold Schwab Strategic Tr schwab fdt us bm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Consulate | 542k | $33M | 100% | Dec 2023 |
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| Callan Capital | 463k | $28M | -1% | Dec 2023 |
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| HighTower Advisors | 217k | $13M | 6% | Dec 2023 |
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| Systelligence | 202k | $13M | 0% | Mar 2024 |
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| Sound Stewardship | 195k | $12M | 2% | Dec 2023 |
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| Opes Wealth Management | 166k | $10M | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 134k | $8.2M | 9% | Dec 2023 |
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| Raymond James Financial Services Advisors | 113k | $7.5M | 228% | Mar 2024 |
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| Guardian Financial Partners | 76k | $4.6M | -10% | Dec 2023 |
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| CVA Family Office | 62k | $3.8M | -9% | Dec 2023 |
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| Leonard Rickey Investment Advisors P | 61k | $4.0M | -2% | Mar 2024 |
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| Townsend Asset Management Corp | 51k | $3.1M | -4% | Dec 2023 |
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| UBS Group | 51k | $3.1M | -11% | Dec 2023 |
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| Flow Traders US | 50k | $3.0M | 14% | Dec 2023 |
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| Milestone Investment Advisors | 34k | $2.0M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 31k | $1.9M | 1% | Dec 2023 |
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| Red Door Wealth Management | 29k | $1.9M | 0% | Mar 2024 |
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| Clarius | 29k | $1.9M | 4% | Mar 2024 |
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| Jpmorgan Chase & Co | 29k | $1.7M | 190% | Dec 2023 |
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| Resonant Capital Advisors | 28k | $1.7M | 1% | Dec 2023 |
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| Mezzasalma Advisors | 28k | $1.8M | 385% | Mar 2024 |
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| Raymond James & Associates | 27k | $1.8M | 2% | Mar 2024 |
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| Yoder Wealth Management | 26k | $1.7M | 0% | Mar 2024 |
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| First National Corp | 25k | $1.5M | 0% | Mar 2024 |
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| Sontag Advisory | 24k | $1.4M | 0% | Dec 2023 |
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| Foster Group | 20k | $1.3M | 10% | Mar 2024 |
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| Kaizen Financial Strategies | 20k | $1.2M | 1% | Dec 2023 |
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| Commonwealth Equity Services | 20k | $1.2M | 18% | Dec 2023 |
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| Coldstream Capital Management | 19k | $1.2M | 0% | Dec 2023 |
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| Bank of America Corporation | 18k | $1.1M | 53% | Dec 2023 |
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| Nicholas Hoffman & Company | 18k | $1.2M | 38% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 17k | $1.0M | 0% | Dec 2023 |
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| Wade Financial Advisory | 16k | $973k | -1% | Dec 2023 |
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| Red Tortoise | 15k | $1.0M | 0% | Mar 2024 |
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| Quadrant Capital | 15k | $895k | 0% | Dec 2023 |
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| GSG Advisors | 14k | $911k | 1% | Mar 2024 |
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| MorganRosel Wealth Management | 14k | $896k | -11% | Mar 2024 |
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| SeaCrest Wealth Management | 13k | $879k | -12% | Mar 2024 |
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| AdvisorNet Financial | 13k | $857k | 5% | Mar 2024 |
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| James Investment Research | 13k | $786k | 15% | Dec 2023 |
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| MAI Wealth Advisors | 13k | $776k | -4% | Dec 2023 |
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| HB Wealth Management | 13k | $771k | 0% | Dec 2023 |
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| Creative Planning | 13k | $764k | 2% | Dec 2023 |
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| Advisor Group Holdings | 12k | $746k | 44% | Dec 2023 |
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| Zrc Wealth Management | 12k | $788k | -38% | Mar 2024 |
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| Redhawk Wealth Advisors | 12k | $706k | 100% | Dec 2023 |
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| CI Private Wealth | 11k | $618k | -8% | Dec 2023 |
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| Mariner Wealth Advisors | 11k | $665k | 100% | Dec 2023 |
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| Bellevue Asset Management | 11k | $652k | -8% | Dec 2023 |
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| Citadel Advisors | 11k | $642k | -23% | Dec 2023 |
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| Channel Wealth | 10k | $686k | -27% | Mar 2024 |
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| Retirement Planning Group | 10k | $681k | -5% | Mar 2024 |
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| Cozad Asset Management | 10k | $614k | 7% | Dec 2023 |
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| Royal Bank of Canada | 9.9k | $606k | 89% | Dec 2023 |
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| Garrett Investment Advisors | 9.8k | $651k | -13% | Mar 2024 |
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| Mather Group | 9.4k | $575k | 0% | Mar 2024 |
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| SFMG Wealth Advisors | 9.4k | $575k | -15% | Dec 2023 |
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| Chevy Chase Trust Holdings | 9.0k | $548k | -5% | Dec 2023 |
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| Lido Advisors | 7.6k | $464k | 0% | Dec 2023 |
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| Perigon Wealth Management | 7.3k | $447k | 100% | Dec 2023 |
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| Valley National Advisers | 7.2k | $479k | 0% | Mar 2024 |
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| CWM | 7.0k | $465k | 100% | Mar 2024 |
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| Carnegie Capital Asset Management | 6.6k | $400k | 0% | Dec 2023 |
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| Litman Gregory Asset Management | 6.2k | $379k | -15% | Dec 2023 |
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| Sage Financial Management Group | 6.0k | $368k | -5% | Dec 2023 |
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| Capital Investment Advisory Services | 5.6k | $341k | 0% | Dec 2023 |
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| Werba Rubin Papier Wealth Management | 5.5k | $338k | 0% | Dec 2023 |
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| Zimmermann Investment Management & Planning | 5.1k | $310k | 100% | Dec 2023 |
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| Great Valley Advisor Group | 5.0k | $307k | 100% | Dec 2023 |
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| Baird Financial | 5.0k | $305k | 16% | Dec 2023 |
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| Global Retirement Partners | 4.9k | $296k | 0% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.9k | $297k | 0% | Dec 2023 |
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| Sequoia Financial Advisors | 4.8k | $293k | 100% | Dec 2023 |
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| Total Investment Management | 4.6k | $304k | 0% | Mar 2024 |
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| SNS Financial | 4.3k | $264k | 0% | Dec 2023 |
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| Stifel Financial | 4.1k | $251k | 100% | Dec 2023 |
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| Mercer Global Advisors | 4.1k | $249k | 0% | Dec 2023 |
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| Foster & Motley | 3.6k | $241k | 8% | Mar 2024 |
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| Stratos Wealth Partners | 3.6k | $240k | 0% | Mar 2024 |
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| Pnc Financial Services | 3.3k | $202k | -46% | Dec 2023 |
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| Kendall Capital Management | 3.3k | $200k | 100% | Dec 2023 |
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| Crewe Advisors | 2.9k | $180k | 0% | Dec 2023 |
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| Koesten, Hirschmann & Crabtree | 2.5k | $153k | 0% | Dec 2023 |
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| Harbour Investments | 2.3k | $139k | 1% | Dec 2023 |
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| Wells Fargo & Company | 2.3k | $139k | 0% | Dec 2023 |
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| S.A. Mason | 2.2k | $145k | 0% | Mar 2024 |
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| Planned Solutions | 1.5k | $94k | 100% | Dec 2023 |
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| Pineridge Advisors | 1.5k | $93k | 100% | Dec 2023 |
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| Blume Capital Management | 1.0k | $61k | 0% | Dec 2023 |
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| Baystate Wealth Management | 871.00 | $53k | 0% | Dec 2023 |
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| Lee Financial | 815.00 | $50k | 0% | Dec 2023 |
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| Signature | 745.00 | $46k | 0% | Dec 2023 |
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| Ancora Advisors | 686.00 | $42k | 0% | Dec 2023 |
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| Massmutual Trust | 634.00 | $42k | 2% | Mar 2024 |
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| Parallel Advisors | 500.00 | $31k | 0% | Dec 2023 |
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| Pflug Koory | 469.00 | $31k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 336.00 | $21k | 100% | Dec 2023 |
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| Main Street Group | 324.00 | $20k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 300.00 | $18k | 0% | Dec 2023 |
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| Sandy Spring Bank | 300.00 | $18k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 226.00 | $13k | 0% | Dec 2023 |
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| Coston, McIsaac & Partners | 187.00 | $12k | 100% | Mar 2024 |
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| Versant Capital Management | 155.00 | $10k | 0% | Mar 2024 |
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| Geneos Wealth Management | 26.00 | $1.6k | 8% | Dec 2023 |
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| Front Row Advisors | 22.00 | $1.3k | 0% | Dec 2023 |
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| Lowe fs | 5.00 | $331.000000 | 0% | Mar 2024 |
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Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Branch Banking & Trust Company | Sep 2023 | 4.0k | $221k |
| Moss Adams Wealth Advisors | Sep 2023 | 300.00 | $17k |